Evensky, Brown & Katz (Coral Gables)

Name: Evensky, Brown & Katz
Address: 2333 Ponce De Leon Boulevard, Coral Gables, FL, 33134
Telephone: 305-448-8882

Evensky, Brown & Katz is a large advisory firm based in Coral Gables. It manages $385.18 million of regulatory assets for 891 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Florida, Louisiana, Massachusetts, and Vermont.

Evensky, Brown & Katz provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Evensky, Brown & Katz: assets under management

The assets under management (AUM) of Evensky, Brown & Katz is $385.18 million. The firm's AUM has grown by 29% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $339.93 million in discretionary accounts and $45.25 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $390.73 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $2.15 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Evensky, Brown & Katz for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Evensky, Brown & Katz

Deena Boone Katz has been acting as President since 1 Jan 2001. Harold Ray Evensky joined the executive team most recently as the Chairman.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Harold Ray Evensky	Secretary	1 Jan 2001	25% - 50%	1146318
Deena Boone Katz	President	1 Jan 2001	25% - 50%	1631684
Richard John Dewitt	Treasurer	1 Jan 2001	25% - 50%	4371807
Harold Ray Evensky	Chairman	1 Jan 2002	25% - 50%	1146318
Deena Boone Katz	Secretary	1 Jan 2002	25% - 50%	1631684
Barton Craig Francis	President	1 Jan 2002	25% - 50%	4520663
Deena Boone Katz	President	1 Oct 2002	50% - 75%	1631684

Based in Coral Gables

The principal office where Evensky, Brown & Katz performs its advisory services is located at 2333 Ponce De Leon Boulevard, Coral Gables, FL 33134, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 305-448-8882 or by fax 305-448-1326. The normal business hours are 9:00am to 5:00pm on Monday - Friday. You can find more information about the New York firm at www.evensky.com.